Institutional Ownership Wiswisdomtree Tr (DNL)
This table provides information about the institutional ownership of Wiswisdomtree Tr (DNL). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 9.93 Million shares, which have been reported (via 13F filing form) to have a value of $400 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
76,836
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,084
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Added 106.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
73,710
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
70,956
shares
|
$2.86 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
70,220
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
67,813
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2023
Added 1.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
63,368
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
59,711
shares
|
$2.41 Million
0.39% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
57,902
shares
|
$2.33 Million
1.3% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
55,025
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
54,038
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 45.15%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
53,849
shares
|
$2.17 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
49,442
shares
|
$1.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.97%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
46,174
shares
|
$1.86 Million
1.3% of portfolio
|
Q1 2022
Reduced 47.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
44,610
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
44,308
shares
|
$1.79 Million
0.34% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
43,004
shares
|
$1.73 Million
1.48% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40,874
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
40,783
shares
|
$1.64 Million
0.35% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
37,159
shares
|
$1.5 Million
0.12% of portfolio
|
Q2 2025
Added 48.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
36,790
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
35,910
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
35,102
shares
|
$1.41 Million
0.26% of portfolio
|
Q2 2025
Reduced 72.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
28,232
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
25,488
shares
|
$1.03 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.08%
|